Salesforce's Agentforce platform is the most differentiated enterprise AI agent play, with measurable customer pilots translating into committed ARR by late 2026. Data Cloud (formerly Genie) is the strategic glue tying together the Mulesoft, Tableau, and core CRM stack. Margin expansion from 30% to 35%+ operating is the activist-driven thesis with Elliott engaged. Slack monetization remains the underperforming asset.
Thesis reviewed May 29, 2026
Salesforce Inc. is headquartered in United States, which is currently showing elevated risk signals.
🇺🇸United States82EXITView United States risk detail →💻Technology25WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| HUBS | HubSpot Inc. | 33 | +10% | ↓8% | EARLY |
| NOW | ServiceNow Inc. | 30 | +17% | ↓8% | EARLY |
| SNOW | Snowflake Inc. | 30 | +9% | ↓8% | NEUTRAL |
| ACN | Accenture plc | 30 | +7% | ↓8% | NEUTRAL |
| TEAM | Atlassian Corporation | 30 | +7% | ↓8% | NEUTRAL |
| DOCU | DocuSign Inc. | 30 | +6% | ↓8% | NEUTRAL |
| TCS | Tata Consultancy Services Ltd | 30 | +11% | ↓8% | EARLY |
Investors who hold CRM may also have indirect exposure through these country funds.
Agentforce hits 1,000 paying customers in 6 months post-launch
Salesforce raises FY27 operating margin target to 35%
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $1k–$15k | Mar 27, 26 | ||
| Maria Elvira SalazarFL | Buy | Unknown amount | Jun 2, 26 | ||
| Maria Elvira SalazarFL | R | Buy | Unknown amount | Apr 6, 26 | +5.1% |
| Julia LetlowLA | R | Buy | $1k–$15k | Feb 2, 26 | -3.9% |
| David J. TaylorOH | R | Buy | Unknown amount | Feb 26, 26 | -5.2% |
| David J. TaylorOH | R | Buy | $1k–$15k | Feb 9, 26 | +3.5% |
| David J. TaylorOH | R | Buy | $1k–$15k | Jan 29, 26 | -9.1% |
| Markwayne Mullin | Buy | $15k–$50k | Dec 29, 25 | -15.6% | |
| Julia LetlowLA | R | Buy | $1k–$15k | Dec 16, 25 | -20.5% |
| Julia LetlowLA | R | Sell | $1k–$15k | Dec 6, 24 | -20.5% |
| Julia LetlowLA | R | Buy | $1k–$15k | Feb 7, 25 | -20.5% |
| Julia LetlowLA | R | Buy | $1k–$15k | Jul 25, 25 | -20.5% |
| Julia LetlowLA | R | Buy | $1k–$15k | Oct 23, 24 | -20.5% |
| John Boozman | Sell | $1k–$15k | Nov 13, 25 | -26.1% | |
| John Boozman | Sell | $1k–$15k | Apr 22, 25 | -33.8% | |
| John Boozman | Buy | $1k–$15k | Jan 14, 25 | -40.8% | |
| Josh GottheimerNJ | D | Buy | $1k–$15k | Nov 13, 24 | -46.6% |
| Josh GottheimerNJ | D | Buy | $1k–$15k | Nov 14, 24 | -46.6% |
| Josh GottheimerNJ | D | Buy | $1k–$15k | Nov 12, 24 | -46.6% |
| Jonathan JacksonIL | D | Buy | Unknown amount | Oct 28, 24 | -41.5% |